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How can I access the Lacerte CPE course certificates?

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Level 1
last updated ‎December 06, 2019 4:42 PM

I've taken several Lacerte CPE courses. I'd like to keep the CPE course certificates in my files for use when my license comes up for renewal.  I have not been able to find how to access the certificates.  Where can I find them?

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Level 15
last updated ‎December 06, 2019 4:42 PM

How long ago did you take the classes?  It seems that with the few I've taken, the certificate is emailed weeks later.

Former Chump... umm.... AllStar.
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Level 1
last updated ‎December 06, 2019 4:42 PM
Since I posted my original question, I've received additional info from Intuit which indicates that certificates are emailed to the address used when registering for the class, typically within 7-14 business days.  If the certificates do not appear on schedule, then Lacerte recommends that the attendee contact Lacerte using one of the following options.

ProConnect Tax Online - customer support chat team (https://proconnect.intuit.com/shared/chat/inin_prechat/?group=ito-care)
Lacerte - 800-933-9999
ProSeries - 800-434-6818
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Highlighted
Level 15
last updated ‎December 06, 2019 4:42 PM

How long ago did you take the classes?  It seems that with the few I've taken, the certificate is emailed weeks later.

Former Chump... umm.... AllStar.
If a post answers your question, click on *Accept as solution* for future searches

View solution in original post

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Level 15
last updated ‎December 06, 2019 4:42 PM
Same here.
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Still an AllStar
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Level 15
last updated ‎December 06, 2019 4:42 PM

I believe the certificates are sent to you via email provided you participated for the required period of time and responded to the questions during the training.  So long as your PTIN is on file with Intuit, they should have reported those hours to the IRS as well.  You are probably aware also that no CPE is awarded for recorded webcasts.

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Still an AllStar
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Level 1
last updated ‎December 06, 2019 4:42 PM
Thank you.  However, as a CPA, I need the CPE certificates to have available for possible submission to my licensing agency, the State Board of Accountancy.  To date, I have not received any certificates via email.  Should I contact someone at Intuit to follow up?  If so, who would I contact?
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Level 15
last updated ‎December 06, 2019 4:42 PM
Giving @itonewbie a no vote when he tried to help you is uncalled for.
IF you are the one that did......perhaps the trolls are out on a Friday.
Former Chump... umm.... AllStar.
If a post answers your question, click on *Accept as solution* for future searches
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Level 1
last updated ‎December 06, 2019 4:42 PM
I did not wish to give a no vote.  I was only trying to find out how to get a CPE certificate.  
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Level 15
last updated ‎December 06, 2019 4:42 PM
I *think* you can access the certificates via "myaccount".....
Former Chump... umm.... AllStar.
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Level 15
last updated ‎December 06, 2019 4:42 PM
Thanks for the prop, @abctax55 :smile:

@jonwoodcpa Everyone needs to keep copies of the certificate. You're not alone. If the response is not what you're looking for, you could have easily come back to clarify.  No hard feelings though.  Happy Friday!
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Still an AllStar
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